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BFSLX Barrow Long/Short Opportunity Instl

2 lower fee alternatives found

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Fund BFSLX Barrow Long/Short Opportunity Instl CSLS Credit Suisse X-Links Long/Short Eq ETN GTAPX Glenmede Long/Short  
100% 88% 86%
Annual Fees
(1.96% Exp. Ratio)
(0.45% Exp. Ratio)
(1.16% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.88% annual return
$17,297.95 $27,361.09 $22,073.83
Est. savings over 30 yrs +$10,063.15 +$4,775.88
As of 12/31/16
1 YR RETURN -5.73%
3 YR 0.26%
5 YR --
10 YR --
1 YR RETURN -1.85%
3 YR 4.01%
5 YR 4.41%
10 YR --
1 YR RETURN 6.63%
3 YR 3.93%
5 YR 6.47%
10 YR 2.39%
The investment seeks to generate above-average returns through capital appreciation, while also attempting to reduce volatility and preserve capital during market downturns. The fund invests in a diversified portfolio of long positions in the common stock of U.S. companies that the Adviser believes are high quality and priced well below their intrinsic value; and short positions in the common stock of U.S. companies that the Adviser believes are low quality and priced well above their intrinsic value. It will invest at least 80% of its net assets, plus the amount of any borrowing for investment purposes, in long and short positions in equity securities.
The investment seeks to replicate, net of expenses, the Credit Suisse Tremont Long/Short Equity Hedge Fund Index. The index tracks the performance of non-hedge fund, transparent market measures.
The investment seeks absolute return consistent with reasonable risk to principal. The fund normally invests at least 80% of the value of its net assets (including borrowings for investment purposes) in long and short positions with respect to equity securities, such as common stocks, of U.S. public companies. It will invest in companies with market capitalizations, at the time of purchase, that are within the market capitalization range of any stock in the Russell 3000® Index.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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